401(k) · DOL Form 5500 · 2023

The Hartford Gold Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
166
Participants Small participant base
39th
Percentile by assets National rank
$22,511
Avg per participant Low balance/head
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Official DOL plan name: The Hartford Gold Group, LLC 401(k) Plan · Sponsored by The Hartford Gold Group, LLC · California · Finance & Insurance

$4M in assets, 166 participants

The Hartford Gold Group, LLC's The Hartford Gold Group, LLC 401(k) Plan reported $4M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 39th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,432 in Finance & Insurance (8,869 peers)

Coverage in California

The Hartford Gold Group, LLC 401(k) Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $4M.

#2,432
in Finance & Insurance (8,869 peers)
+49.8%
assets growth YoY

The Hartford Gold Group, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Hartford Gold Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,736,792 39th percentile higher than 39% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Hartford Gold Group, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hartford Gold Group, LLC 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Hartford Gold Group, LLC 401(k) Plan reported net income rose from $526K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Hartford Gold Group, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Hartford Gold Group, LLC 401(k) Plan reported participants rose from 128 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473644663 · The Hartford Gold Group, LLC PY 2023 · 401(k)

The Hartford Gold Group, LLC 401(k) Plan · $4M · 166 · 39th

  • RANK $4M
  • PHOTO 166
  • IND 39th
  • EOY 401(k)
  • 5500 near Neurohealth, Inc. Retirement Plan
  • ASSETS ind #2432

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

The Hartford Gold Group, LLC 401(k) Plan in the asset neighbourhood

The Hartford Gold Group, LLC 401(k) PlanThe Hartford Gold Group, LLC…$4MNeurohealth, Inc. Retirement PlanNeurohealth, Inc. Retirement…$4MThe Jay Group Retirement Plan$4MWabash Center, Inc. 401(k) PlanWabash Center, Inc. 401(k) P…$4MSchrock's Woodcrafts, Inc. 401(k) Retirement PlanSchrock's Woodcrafts, Inc. 4…$4M
End-of-year total assets ($M) among The Hartford Gold Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN473644663
Plan Effective Date2022-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Hartford Gold Group, LLC)

Sponsor-wide plan assets over time

All The Hartford Gold Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 63.305286650142214% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.49M $4.07M ▲ +63.5%
Year Plans Participants Total Assets
2022 1 128 $2M
2023 1 166 $4M
2024 1 172 $4M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Hartford Gold Group, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Hartford Gold Group, LLC 401(k) Plan, Total assets ($B): 0.003736792 · Participants: 166The Hartford Gold Group, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Hartford Gold Group, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

The Hartford Gold Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Neurohealth, Inc. Retirement Plan in RI ($4M); by covered participants it is Lightways Hospice and Serious Illness Care 401(k) Plan in IL (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Hartford Gold Group, LLC 401(k) Plan assets move in 2023?
The Hartford Gold Group, LLC 401(k) Plan surged - up 49.8% during 2023, from $2M to $4M. Reported net income was $1M.
How have The Hartford Gold Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Hartford Gold Group, LLC's sponsor-wide assets grew 63.3%, from $2M to $4M.
Which 401(k) plans are similar in size to The Hartford Gold Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Neurohealth, Inc. Retirement Plan in RI ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to The Hartford Gold Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Lightways Hospice and Serious Illness Care 401(k) Plan in IL (166 participants, $9M in assets).